See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,999 | $45,073-84.5% | $69,455-89.9% | $72,985-90.4% |
| Participation rate | 89.2% | 68.5%+20.7pp | 74.6%+14.6pp | 69.5%+19.7pp |
| Annual return | -0.53% | 22.65%-23.2pp | 28.97%-29.5pp | 81.00%-81.5pp |
| Employer contribution / active EE | $934 | $2,054-54.5% | $2,779-66.4% | $2,440-61.7% |
| Participant deferral / active EE | $2,362 | $2,602-9.2% | $3,535-33.2% | $3,607-34.5% |
| Admin fee / account holder | $882 | $3,056-71.1% | $3,839-77.0% | $5,124-82.8% |